Since 1986, Wingate Wealth Advisors has provided independent financial planning and investment management to individuals, families, retirement plans and organizations. Our approach is comprehensive, helping clients define and achieve their financial goals – generation to generation – through a prudent, long-term plan of action.
Why is our independence important? Independence assures that the guidance we offer is tailored to our clients’ unique situations, rather than a pre-determined menu of products. You can be certain that your wealth management plans are focused exclusively on your personal goals, and that those plans will continuously evolve to assure success.
Carol Khouri, Principal at Wingate Wealth Advisors, demystifies the recent announcement from the IRS on the “one rollover per year” Rule.
The IRS has indicated that it will follow the recent Tax Court decision, which held that a taxpayer may m…